PostReplyZoho CRM contact sync
Keep customer contact details available to your Inbox team and Zoho CRM. Connect your Zoho account, choose the fields and direction, then check the result of each sync.
Zoho Marketplace listing has not yet been approved. Use the PostReply Inbox setup below; Marketplace availability will be updated after approval.
Start with the right accounts
Use a PostReply Inbox workspace and a Zoho CRM account with access to Contacts. PostReply Inbox has its own account and subscription, separate from PostReply Social. Your Inbox plan must allow Zoho CRM and have an available integration connection.
Connect and configure
In PostReply Inbox, open Settings → Integrations, choose Zoho CRM, and select Connect. Under Zoho data center, choose China if your Zoho CRM account is hosted in China, or Other regions for the other supported data centers. Unavailable options cannot be selected. Select Proceed & Authorize, sign in and approve access on Zoho’s authorization page, then return to Inbox.
Open Inbox integration settings
- Open Map & Sync for the connected Zoho account.
- Check the contact field mappings and select a sync direction.
- Choose Merge Data or Keep Duplicates for imports, then save the configuration.
- Review the contacts included in the selected direction, run Sync Now, and inspect the logs.
Map contact fields
The standard mappings below cover contact identity. Lifecycle-stage mapping is optional and blank by default. If you enable it, use a compatible Zoho field API name and accepted values; Lead_Source describes contact origin, not lifecycle stage.
- First name → First_Name
- Last name → Last_Name
- Email → Email
- Phone → Phone
Choose a direction and run a sync
Sync Now runs across the available contacts in the selected direction. New Zoho connections start with imports into Inbox. Select outbound or both directions only when you intend to write contacts to Zoho. Sync Now saves the selected mappings and direction before running. With outbound sync enabled, new or updated Inbox contacts are queued for Zoho; imports from Zoho are started manually.
- Inbox → Zoho: send Inbox contacts to Zoho CRM.
- Zoho → Inbox: import Zoho CRM contacts into this workspace.
- Both directions: import from Zoho and send Inbox contacts to Zoho.
- Merge Data first matches the Zoho record ID, then email or phone, and fills missing fields. Keep Duplicates can create another contact.
- Contacts → Import → Zoho imports into Inbox only, regardless of the saved sync direction.
Check results and disconnect
Open Map & Sync to inspect recent sync logs, the contact, direction, external record ID, and any error. Correct access or field errors before retrying. Disconnect in Settings → Integrations revokes Zoho authorization before removing the Inbox connection. If revocation fails, the connection remains so you can retry. Disconnecting does not delete contact records already stored in either product.
Contact data and privacy
The connection exchanges mapped contact fields with Zoho CRM and reads Zoho account and organization details to identify the connection. Inbox stores connection credentials for the workspace to maintain authorized access. Review the data and permissions before connecting.
Frequently asked questions
Does this sync conversations, deals, or support tickets?
This integration is for Contacts and mapped contact fields. It does not sync message conversations, sales deals, or support tickets.
Which Zoho data centers can I connect?
Other regions is the connection entry for the United States (US), Europe (EU), Australia (AU), India (IN), Japan (JP), United Kingdom (UK), Canada (CA), Saudi Arabia (SA), United Arab Emirates (AE), and Singapore (SG). China (CN) has a separate connection entry and can be used only after it is enabled in Inbox. Check that the option for your account’s data center is available before authorizing.
Do I need to enter a Zoho client secret?
No. Use Connect in Inbox and authorize access on Zoho’s page. Your workspace must have an eligible Inbox plan and available integration capacity.
Where can I get help?
Contact support@getpostreply.com with the sync direction and error shown in your logs. Do not send passwords, access tokens, or private contact details.
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